Planto Roe Financial Services
Description
Address: 19230 Stonehue # 4200, San Antonio, TX 78258 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (210) 477-7140Website: Place name: Category: : : : : : : Website: http://www.plantoroe.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Planto Roe Financial Services Posting publicly on the Web Write a review Reviews Be the first to review
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Planto Roe Financial Services Employees
Employee
Years
Job
Industry
Jeremy Mandel Jeremy Mandel's Planto Roe Financial Services Experience November 2007 - April 2013
Job Managing Partner at MHD Financial
Industry Financial Services
Experience
MHD Financial April 2013 - Present
Planto Roe Financial Services November 2007 - April 2013
Skills
Retirement Income..., Investment Management, Estate Planning, Series 7, Series 66, Direct and Alternative..., Financial Education, Financial Services, Securities, Finance
Education
University of Arizona 2003 — 2007
Bachelor of Science (BS), Political Science and Government
Alamo Heights High School 1999 — 2003
MHD Financial April 2013 - Present
Planto Roe Financial Services November 2007 - April 2013
Skills
Retirement Income..., Investment Management, Estate Planning, Series 7, Series 66, Direct and Alternative..., Financial Education, Financial Services, Securities, Finance
Education
University of Arizona 2003 — 2007
Bachelor of Science (BS), Political Science and Government
Alamo Heights High School 1999 — 2003
Torrey Bassett Torrey Bassett's Planto Roe Financial Services Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Planto Roe Financial Services January 2015 - Present
Air Force Recruiting Service August 2013 - January 2015
Air Force Recruiting July 2009 - August 2013
United States Air Force July 2005 - July 2009
552 CSG Tinker AFB, OK August 2004 - July 2005
United States Air Force July 2000 - August 2004
Skills
Training, Operations Management, Adult Education, Sales, Sales Management, Sales Process, Sales Presentations, Employee Training, Instructor-led Training, Human Resources, Human Resource..., Management, Leadership, Air Force, Policy, Recruiting, DoD, Program Management
Education
University of Phoenix 2011 — 2013
Master of Education (M.Ed.), Adult Education and Training
University of Phoenix 2003 — 2011
Bachelor of Applied Science (BASc), Business Administration and Management, General
Planto Roe Financial Services January 2015 - Present
Air Force Recruiting Service August 2013 - January 2015
Air Force Recruiting July 2009 - August 2013
United States Air Force July 2005 - July 2009
552 CSG Tinker AFB, OK August 2004 - July 2005
United States Air Force July 2000 - August 2004
Skills
Training, Operations Management, Adult Education, Sales, Sales Management, Sales Process, Sales Presentations, Employee Training, Instructor-led Training, Human Resources, Human Resource..., Management, Leadership, Air Force, Policy, Recruiting, DoD, Program Management
Education
University of Phoenix 2011 — 2013
Master of Education (M.Ed.), Adult Education and Training
University of Phoenix 2003 — 2011
Bachelor of Applied Science (BASc), Business Administration and Management, General
Chuck Whittom Chuck Whittom's Planto Roe Financial Services Experience October 2011 - June 2012
Job Licensed Insurance Agent at FUTURITY FIRST Insurance Group
Industry Financial Services
Experience
FUTURITY FIRST Insurance Group September 2012 - Present
New York Life Insurance Company August 2012 - September 2012
Planto Roe Financial Services October 2011 - June 2012
H&R Block December 2010 - April 2011
Period of early retirement February 2004 - November 2010
Smith Barney / Citbank May 1979 - January 2004
TRCC Three Rivers Community College June 1977 - May 1979
Anderson University May 1970 - June 1977
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Estate Planning, Disability Insurance, Long-term Care, Financial Advisory, IRAs, Wealth Management, Term Life Insurance, Investment Advisory, Whole Life
Education
Anderson Universtiy 1967 — 1970
Bachelor of Arts (B.A.), Business Administration
Southeast Missouri State University 1966 — 1967
Business Administration, General
FUTURITY FIRST Insurance Group September 2012 - Present
New York Life Insurance Company August 2012 - September 2012
Planto Roe Financial Services October 2011 - June 2012
H&R Block December 2010 - April 2011
Period of early retirement February 2004 - November 2010
Smith Barney / Citbank May 1979 - January 2004
TRCC Three Rivers Community College June 1977 - May 1979
Anderson University May 1970 - June 1977
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Estate Planning, Disability Insurance, Long-term Care, Financial Advisory, IRAs, Wealth Management, Term Life Insurance, Investment Advisory, Whole Life
Education
Anderson Universtiy 1967 — 1970
Bachelor of Arts (B.A.), Business Administration
Southeast Missouri State University 1966 — 1967
Business Administration, General
William Lea William Lea's Planto Roe Financial Services Experience March 2014 - May 2014
Job Investment Services Representative at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Planto Roe Financial Services March 2014 - May 2014
USAA January 2011 - May 2013
MarketStar June 1996 - February 2008
Education
Metropolitan State University 2004 — 2007
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.4
St Philip's College 1995 — 1997
Associate’s Degree, Biomedical/Medical Engineering, 3.0
JPMorgan Chase August 2014 - Present
Planto Roe Financial Services March 2014 - May 2014
USAA January 2011 - May 2013
MarketStar June 1996 - February 2008
Education
Metropolitan State University 2004 — 2007
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.4
St Philip's College 1995 — 1997
Associate’s Degree, Biomedical/Medical Engineering, 3.0
Anna-Marie Parker's Planto Roe Financial Services Experience June 2013 - Present
Job PRFS Recruiter. Becoming a Financial Advisor at Planto|Roe is not just another job; it’s a rewarding, lifelong career.
Industry Financial Services
Experience
Planto Roe Financial Services June 2013 - Present
Stone Oak Info.com October 2012 - May 2013
River Walk Executive Search October 2011 - October 2012
Texas Roadhouse May 2011 - October 2011
Hyatt Wild Oak Ranch May 2011 - October 2011
San Antonio Sports Foundation April 2011 - May 2011
Elite Physique Luxury Tanning & Salon February 2009 - July 2010
Skills
Marketing, Leadership, Email Marketing, Sales, Event Planning, Advertising, Management, Public Relations, Social Media, Recruiting, Social Media Marketing, Event Management, Time Management, Marketing Strategy, Product Development, New Business Development, Team Building, Integrated Marketing, Networking, Coaching, Program Management, InDesign, Market Planning, Account Management, Conflict Resolution, Presentation Development, Training, Presenter, Job Coaching, Marketing Communications, Social Networking, Trade Shows, Small Business, Budgets, Project Management, Talent Management, B2B, Community Outreach, Teamwork, Online Marketing, Online Advertising, Direct Marketing, Creative Concept..., Interview Coaching
Education
Angelo State University 2006 — 2010
BA in Communications, Marketing, Advertising, Public Relations
Planto Roe Financial Services June 2013 - Present
Stone Oak Info.com October 2012 - May 2013
River Walk Executive Search October 2011 - October 2012
Texas Roadhouse May 2011 - October 2011
Hyatt Wild Oak Ranch May 2011 - October 2011
San Antonio Sports Foundation April 2011 - May 2011
Elite Physique Luxury Tanning & Salon February 2009 - July 2010
Skills
Marketing, Leadership, Email Marketing, Sales, Event Planning, Advertising, Management, Public Relations, Social Media, Recruiting, Social Media Marketing, Event Management, Time Management, Marketing Strategy, Product Development, New Business Development, Team Building, Integrated Marketing, Networking, Coaching, Program Management, InDesign, Market Planning, Account Management, Conflict Resolution, Presentation Development, Training, Presenter, Job Coaching, Marketing Communications, Social Networking, Trade Shows, Small Business, Budgets, Project Management, Talent Management, B2B, Community Outreach, Teamwork, Online Marketing, Online Advertising, Direct Marketing, Creative Concept..., Interview Coaching
Education
Angelo State University 2006 — 2010
BA in Communications, Marketing, Advertising, Public Relations
Ryan S. McDaniel's Planto Roe Financial Services Experience October 2008 - May 2009
Job Wealth Management Advisor
Industry Financial Services
Experience
Chaney Capital Management January 2015 - Present
Merrill Edge January 2013 - January 2015
USAA October 2009 - March 2011
Planto Roe Financial Services October 2008 - May 2009
Skills
Series 7, Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Life Insurance, Investments, Life, Retirement, 529 Plans, Customer Service, Term Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Series 63, Series 65, Estate Planning, Wealth Management, CRPC, AAMS, IRAs, Financial Planning, Finance, Financial Services, Microsoft Office
Education
Texas State University-San Marcos 2004 — 2008
BBA, Management, Criminal justice, Magna Cum Laude
Chaney Capital Management January 2015 - Present
Merrill Edge January 2013 - January 2015
USAA October 2009 - March 2011
Planto Roe Financial Services October 2008 - May 2009
Skills
Series 7, Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Life Insurance, Investments, Life, Retirement, 529 Plans, Customer Service, Term Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Series 63, Series 65, Estate Planning, Wealth Management, CRPC, AAMS, IRAs, Financial Planning, Finance, Financial Services, Microsoft Office
Education
Texas State University-San Marcos 2004 — 2008
BBA, Management, Criminal justice, Magna Cum Laude
Fred May Fred May's Planto Roe Financial Services Experience 2000 - 2008
Job GSA/Safety Manager at VIA Technology, LLC
Industry Information Technology and Services
Experience
VIA Technology, LLC August 2014 - Present
The Paragon Group August 2013 - August 2014
Independent Trainer March 2010 - August 2012
Planto Roe Financial Services 2000 - 2008
First Commercial Capital/Bank 1996 - 2000
Priority Management - San Antonio July 1994 - July 1996
United States Air Force July 1968 - July 1994
Skills
Microsoft Office, Microsoft Word, Customer Service, Leadership, Retail, Sales, Coaching, English, PowerPoint, Outlook, Budgets, Public Speaking, Microsoft Excel, Windows, Teaching, Research, Negotiation, Inventory Management, Leadership Development, Logistics Management, Training, Small Business, Financial Analysis, Time Management, New Business Development, Staff Development, Organizational..., Trainers, Employee Training, Corporate Training, Personal Coaching, Business Planning, Development, Training Management, Business Coaching, Management, Qualified Retirement..., Team Building, Training Programme..., Sales Leadership..., Behavioural Change, Strategic Planning
Education
Air War College 1988 — 1988
USAF Air Command and Staff College 1976 — 1976
Webster University 1974 — 1976
Master of Arts (M.A.), Business Administration and Management, General
Air Force Squadron Officers' School 1973 — 1973
Distinguished Graduate
Texas A&M University 1964 — 1968
Bachelor's of Science, Health and Physical Education/Fitness
VIA Technology, LLC August 2014 - Present
The Paragon Group August 2013 - August 2014
Independent Trainer March 2010 - August 2012
Planto Roe Financial Services 2000 - 2008
First Commercial Capital/Bank 1996 - 2000
Priority Management - San Antonio July 1994 - July 1996
United States Air Force July 1968 - July 1994
Skills
Microsoft Office, Microsoft Word, Customer Service, Leadership, Retail, Sales, Coaching, English, PowerPoint, Outlook, Budgets, Public Speaking, Microsoft Excel, Windows, Teaching, Research, Negotiation, Inventory Management, Leadership Development, Logistics Management, Training, Small Business, Financial Analysis, Time Management, New Business Development, Staff Development, Organizational..., Trainers, Employee Training, Corporate Training, Personal Coaching, Business Planning, Development, Training Management, Business Coaching, Management, Qualified Retirement..., Team Building, Training Programme..., Sales Leadership..., Behavioural Change, Strategic Planning
Education
Air War College 1988 — 1988
USAF Air Command and Staff College 1976 — 1976
Webster University 1974 — 1976
Master of Arts (M.A.), Business Administration and Management, General
Air Force Squadron Officers' School 1973 — 1973
Distinguished Graduate
Texas A&M University 1964 — 1968
Bachelor's of Science, Health and Physical Education/Fitness
David Bavero's Planto Roe Financial Services Experience May 2012 - Present
Job Managing Director at Planto Roe Financial Services
Industry Financial Services
Brian Pabian's Planto Roe Financial Services Experience June 2011 - August 2011
Job Investment Analyst at John Hancock Life Insurance Company (U.S.A)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A) March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Student Managed Fund August 2011 - May 2012
Planto Roe Financial Services June 2011 - August 2011
Captivate June 2010 - August 2010
Skills
Strong research,..., Experience analyzing..., Experience in managing..., Ability to think..., Proven communication,..., Experience at..., Strong attention to..., Ability to effectively..., Ability to operate..., Investments, Portfolio Management, Equities, Financial Analysis, Finance
Education
Trinity University 2008 — 2012
BS in Business Administration, Concentration in Finance, 3.85/4.0
John Hancock Life Insurance Company (U.S.A) March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Student Managed Fund August 2011 - May 2012
Planto Roe Financial Services June 2011 - August 2011
Captivate June 2010 - August 2010
Skills
Strong research,..., Experience analyzing..., Experience in managing..., Ability to think..., Proven communication,..., Experience at..., Strong attention to..., Ability to effectively..., Ability to operate..., Investments, Portfolio Management, Equities, Financial Analysis, Finance
Education
Trinity University 2008 — 2012
BS in Business Administration, Concentration in Finance, 3.85/4.0
Gary Uyemura Gary Uyemura's Planto Roe Financial Services Experience November 2009 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Retail
Experience
Planto Roe Financial Services November 2009 - Present
Oak Express June 2000 - October 2009
Oak Express 1998 - 2000
Education
Colorado State University-Pueblo 1990 — 1996
BS, Political Science
Planto Roe Financial Services November 2009 - Present
Oak Express June 2000 - October 2009
Oak Express 1998 - 2000
Education
Colorado State University-Pueblo 1990 — 1996
BS, Political Science
Colin Lee Colin Lee's Planto Roe Financial Services Experience January 2015 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services January 2015 - Present
Aon Hewitt February 2013 - September 2014
Aggieland Credit Union July 2012 - December 2012
JM Trailers LLC March 2012 - August 2012
James Avery Jewelry May 2011 - July 2011
Skills
Investments, Retirement Planning, Life Insurance, Wealth Management, Estate Planning, Small Business..., Financial Analysis, Pension Administration, Project Management, Benefits Administration, Project Delivery, Recruiting, Account Reconciliation, Employee Benefits, Administration, Process Improvement
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Planto Roe Financial Services January 2015 - Present
Aon Hewitt February 2013 - September 2014
Aggieland Credit Union July 2012 - December 2012
JM Trailers LLC March 2012 - August 2012
James Avery Jewelry May 2011 - July 2011
Skills
Investments, Retirement Planning, Life Insurance, Wealth Management, Estate Planning, Small Business..., Financial Analysis, Pension Administration, Project Management, Benefits Administration, Project Delivery, Recruiting, Account Reconciliation, Employee Benefits, Administration, Process Improvement
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Austin Galvan's Planto Roe Financial Services Experience May 2012 - August 2012
Job Logistics Coordinator
Industry Transportation/Trucking/Railroad
Experience
Alamo Transportation Services Company Inc. January 2014 - Present
BlackBrush Oil & Gas, L.P. May 2012 - August 2012
Planto Roe Financial Services May 2012 - August 2012
Clean Energy Bridge LLC May 2011 - August 2011
Life Time Fitness June 2010 - August 2010
Alamo Transportation June 2009 - August 2009
Skills
Microsoft Office..., Financial Modeling, Financial Analysis, Forecasting, Leadership, Valuation, Finance, Corporate Finance, Investments, Access, Accounting, Portfolio Management, Financial Reporting, PowerPoint, Microsoft Excel, Data Analysis, Teamwork, Microsoft Word, Analysis, Financial Accounting, Due Diligence, Credit, Auditing, Market Research, Management, Economics
Education
Texas Christian University 2010 — 2013
BBA, Finance, Minor(s): Economics and Energy
Texas Christian University - M.J. Neeley School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Alamo Transportation Services Company Inc. January 2014 - Present
BlackBrush Oil & Gas, L.P. May 2012 - August 2012
Planto Roe Financial Services May 2012 - August 2012
Clean Energy Bridge LLC May 2011 - August 2011
Life Time Fitness June 2010 - August 2010
Alamo Transportation June 2009 - August 2009
Skills
Microsoft Office..., Financial Modeling, Financial Analysis, Forecasting, Leadership, Valuation, Finance, Corporate Finance, Investments, Access, Accounting, Portfolio Management, Financial Reporting, PowerPoint, Microsoft Excel, Data Analysis, Teamwork, Microsoft Word, Analysis, Financial Accounting, Due Diligence, Credit, Auditing, Market Research, Management, Economics
Education
Texas Christian University 2010 — 2013
BBA, Finance, Minor(s): Economics and Energy
Texas Christian University - M.J. Neeley School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Bobby Baugh's Planto Roe Financial Services Experience February 1995 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services February 1995 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Retirement Plan..., Investment Advisory, Investments, Estate Planning, Mutual Funds, Financial Advisory, Series 7, Asset Management, Financial Analysis, Long-term Care, Insurance, 401k, 401k Rollovers, Alternative Investments, CLU, ChFC
Education
Texas Christian University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dallas Theological Seminary 1981 — 1985
Master of Theology, Bible/Biblical Studies
Planto Roe Financial Services February 1995 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Retirement Plan..., Investment Advisory, Investments, Estate Planning, Mutual Funds, Financial Advisory, Series 7, Asset Management, Financial Analysis, Long-term Care, Insurance, 401k, 401k Rollovers, Alternative Investments, CLU, ChFC
Education
Texas Christian University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dallas Theological Seminary 1981 — 1985
Master of Theology, Bible/Biblical Studies
Danny Prostrollo Danny Prostrollo's Planto Roe Financial Services Experience June 2008 - October 2010
Job Registered Representative Licensed in South Dakota and Texas at Lincoln Financial Securities Corp. (member SIPC)
Industry Philanthropy
Experience
Lincoln Financial Securities Corp. (member SIPC) September 2014 - Present
Private Gift Annuity.Com October 2010 - Present
Planto Roe Financial Services June 2008 - October 2010
Planto Roe Financial Services 2008 - 2009
Citibank India's US banking portfolio May 1999 - August 2007
Citicorp Investment Services August 1996 - July 2007
Smith Barney 2007 - 2007
Citibank 1994 - 2007
Citigroup 1994 - 2007
Citibank India May 2003 - May 2005
Skills
Team Building, Start-ups, Finance, Strategy, Risk Management, New Business Development, Management, Auditing, Customer Service, Leadership, Temporary Placement, Strategic Planning, Customer Retention, Portfolio Management, Financial Services, Competitive Analysis, Budgets, Banking, Performance Management, Business Planning, Series 7, Training, Financial Analysis
Education
Dakota State University 1980 — 1981
Psychology
South Dakota State University 1972 — 1973
Mechanical Engineering
Madison High School
Lincoln Financial Securities Corp. (member SIPC) September 2014 - Present
Private Gift Annuity.Com October 2010 - Present
Planto Roe Financial Services June 2008 - October 2010
Planto Roe Financial Services 2008 - 2009
Citibank India's US banking portfolio May 1999 - August 2007
Citicorp Investment Services August 1996 - July 2007
Smith Barney 2007 - 2007
Citibank 1994 - 2007
Citigroup 1994 - 2007
Citibank India May 2003 - May 2005
Skills
Team Building, Start-ups, Finance, Strategy, Risk Management, New Business Development, Management, Auditing, Customer Service, Leadership, Temporary Placement, Strategic Planning, Customer Retention, Portfolio Management, Financial Services, Competitive Analysis, Budgets, Banking, Performance Management, Business Planning, Series 7, Training, Financial Analysis
Education
Dakota State University 1980 — 1981
Psychology
South Dakota State University 1972 — 1973
Mechanical Engineering
Madison High School
Sharon Rohrbach Sharon Rohrbach's Planto Roe Financial Services Experience April 2000 - Present
Job CFO at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services April 2000 - Present
General Business Services 1991 - 1995
Computerm Corporation 1982 - 1990
Datacom Systems Corporation 1979 - 1982
Skills
Financial Analysis
Education
University of Hartford 1976 — 1979
B.A., Economics
Southeast Missouri State University 1965 — 1968
English
Planto Roe Financial Services April 2000 - Present
General Business Services 1991 - 1995
Computerm Corporation 1982 - 1990
Datacom Systems Corporation 1979 - 1982
Skills
Financial Analysis
Education
University of Hartford 1976 — 1979
B.A., Economics
Southeast Missouri State University 1965 — 1968
English
Nathan Strickland Nathan Strickland's Planto Roe Financial Services Experience September 2015 - Present
Job Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services September 2015 - Present
United States Air Force August 2012 - April 2015
City of Pearland January 2012 - July 2012
Skills
Leadership Development, Leadership, Public Speaking, Military, Analysis, Training, Organizational..., Public Relations, Research, Technical Writing, Data Analysis, Military Experience, Air Force, Operations Management, Financial Analysis, Management, Life Insurance, Investments
Education
Texas A&M University-Commerce 2015 — 2017
Master’s Degree, Finance
Texas A&M University 2007 — 2011
Bachelor’s Degree, Agriculture and Life Sciences
Planto Roe Financial Services September 2015 - Present
United States Air Force August 2012 - April 2015
City of Pearland January 2012 - July 2012
Skills
Leadership Development, Leadership, Public Speaking, Military, Analysis, Training, Organizational..., Public Relations, Research, Technical Writing, Data Analysis, Military Experience, Air Force, Operations Management, Financial Analysis, Management, Life Insurance, Investments
Education
Texas A&M University-Commerce 2015 — 2017
Master’s Degree, Finance
Texas A&M University 2007 — 2011
Bachelor’s Degree, Agriculture and Life Sciences
Corwin Davidson's Planto Roe Financial Services Experience March 2013 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services March 2013 - Present
Dixon Golf, Inc. January 2012 - January 2013
Skills
Sales, Retirement Planning, Series 6, Series 7, Life Insurance, Wealth Management, Finance, Program Management, Business Planning, Leadership, Time Management, Hospitality, Kayaking
Education
Texas State University 2008 — 2012
Finance, Finance and Financial Management Services
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Planto Roe Financial Services March 2013 - Present
Dixon Golf, Inc. January 2012 - January 2013
Skills
Sales, Retirement Planning, Series 6, Series 7, Life Insurance, Wealth Management, Finance, Program Management, Business Planning, Leadership, Time Management, Hospitality, Kayaking
Education
Texas State University 2008 — 2012
Finance, Finance and Financial Management Services
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Amanda Duran Amanda Duran's Planto Roe Financial Services Experience July 2013 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services July 2013 - Present
USAA June 2010 - October 2012
Skills
Retirement Planning, Investment Advisory, Financial Services, Securities, Wealth Management, Investments, Retirement, Financial Advisory, Asset Management, Financial Analysis, College Savings Plans, Life Transitions, Life Insurance, Registered Investment..., Financial Planners, Financial Planning, Event Management, Annuities, Face to Face Advising, Investment Strategies, Team Leadership, Team Coordination, business succession..., Business Continuity..., 401k Rollovers, IRAs, Executive Compensation..., Executive Financial..., Nonqualified Plans, Buy-sell Agreements, Holistic Financial..., Estate Planning, 401k, 403 b, Employee Retention..., Trusts, Irrevocable Life..., Charitable Trusts, Nonprofit Investment..., Keyman Policies, Series 7, Finance, Insurance, Mutual Funds, Leadership, Asset Allocation
Education
Texas Tech University 2008 — 2010
Bachelor of Science (B.S.), Personal Financial Planning
MDRT
Planto Roe Financial Services July 2013 - Present
USAA June 2010 - October 2012
Skills
Retirement Planning, Investment Advisory, Financial Services, Securities, Wealth Management, Investments, Retirement, Financial Advisory, Asset Management, Financial Analysis, College Savings Plans, Life Transitions, Life Insurance, Registered Investment..., Financial Planners, Financial Planning, Event Management, Annuities, Face to Face Advising, Investment Strategies, Team Leadership, Team Coordination, business succession..., Business Continuity..., 401k Rollovers, IRAs, Executive Compensation..., Executive Financial..., Nonqualified Plans, Buy-sell Agreements, Holistic Financial..., Estate Planning, 401k, 403 b, Employee Retention..., Trusts, Irrevocable Life..., Charitable Trusts, Nonprofit Investment..., Keyman Policies, Series 7, Finance, Insurance, Mutual Funds, Leadership, Asset Allocation
Education
Texas Tech University 2008 — 2010
Bachelor of Science (B.S.), Personal Financial Planning
MDRT
Alejandro Fernandez II Alejandro Fernandez II's Planto Roe Financial Services Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Planto Roe Financial Services June 2015 - Present
J.P. Morgan August 2011 - May 2015
Vanguard June 2010 - August 2011
Skills
Financial Analysis, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Wealth Management, Estate Planning, ETFs, Series 6, Microsoft Office, Microsoft Excel, Series 63, Series 7
Education
The University of Texas at El Paso 2004 — 2010
Bachelor of Business Administration (B.B.A.), Economics and International Business
Coronado High school
Planto Roe Financial Services June 2015 - Present
J.P. Morgan August 2011 - May 2015
Vanguard June 2010 - August 2011
Skills
Financial Analysis, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Wealth Management, Estate Planning, ETFs, Series 6, Microsoft Office, Microsoft Excel, Series 63, Series 7
Education
The University of Texas at El Paso 2004 — 2010
Bachelor of Business Administration (B.B.A.), Economics and International Business
Coronado High school
Ronald Dean Moser Ronald Dean Moser's Planto Roe Financial Services Experience February 2015 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services February 2015 - Present
Planto Roe Financial Services February 2015 - Present
Education
University of Texas at Brownsville 1995 — 1998
Masters of Education, Reading
The University of Texas-Pan American 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Planto Roe Financial Services February 2015 - Present
Planto Roe Financial Services February 2015 - Present
Education
University of Texas at Brownsville 1995 — 1998
Masters of Education, Reading
The University of Texas-Pan American 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Greg Zaney's Planto Roe Financial Services Experience September 2008 - December 2008
Job Implementation Project Manager at Indeed.com
Industry Information Technology and Services
Experience
Indeed.com February 2015 - Present
CrowdTorch by Cvent August 2014 - January 2015
CrowdTorch by Cvent March 2012 - August 2014
infosnap November 2009 - March 2012
Planto Roe Financial Services September 2008 - December 2008
Kinetic Concepts June 2008 - August 2008
Skills
Project Management, Microsoft Excel, Account Management, Microsoft Office, Awesomeness, Business Development, Team Building, Business Strategy, Leadership
Education
Trinity University 2005 — 2009
Bachelor of Science in Business Administration, Management
Indeed.com February 2015 - Present
CrowdTorch by Cvent August 2014 - January 2015
CrowdTorch by Cvent March 2012 - August 2014
infosnap November 2009 - March 2012
Planto Roe Financial Services September 2008 - December 2008
Kinetic Concepts June 2008 - August 2008
Skills
Project Management, Microsoft Excel, Account Management, Microsoft Office, Awesomeness, Business Development, Team Building, Business Strategy, Leadership
Education
Trinity University 2005 — 2009
Bachelor of Science in Business Administration, Management
Jessica Velazquez Jessica Velazquez's Planto Roe Financial Services Experience September 2012 - 2013
Job Lead Senior Corporate Accountant at Chama Gaucha Brazilian Steakhouse
Industry Financial Services
Experience
Chama Gaucha Brazilian Steakhouse, Inc. March 2015 - Present
Haven for Hope January 2014 - February 2015
Planto Roe Financial Services September 2012 - 2013
AXA Advisors August 2011 - August 2012
Private Financial Services January 2011 - July 2011
Private Financial Services February 2010 - December 2010
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Series 63, Wealth Management, Securities, Asset Allocation, Life Insurance, Financial Services, Employee Benefits, Finance, Estate Planning, Financial Planning
Education
The University of Texas at San Antonio 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Del Rio High School
Chama Gaucha Brazilian Steakhouse, Inc. March 2015 - Present
Haven for Hope January 2014 - February 2015
Planto Roe Financial Services September 2012 - 2013
AXA Advisors August 2011 - August 2012
Private Financial Services January 2011 - July 2011
Private Financial Services February 2010 - December 2010
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Series 63, Wealth Management, Securities, Asset Allocation, Life Insurance, Financial Services, Employee Benefits, Finance, Estate Planning, Financial Planning
Education
The University of Texas at San Antonio 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Del Rio High School
Anne Buck, CLU, ChFC Anne Buck, CLU, ChFC's Planto Roe Financial Services Experience 1994 - April 2014
Job Financial Advisor at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Financial Advisor at Securities America Advisors, INC. April 2014 - Present
Schumann and Buck Financial Services January 1990 - Present
Planto Roe Financial Services 1994 - April 2014
Skills
Investments, Securities, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Mutual Funds, Financial Strategies -..., Investments - Stocks,..., Insurance - Life,...
Education
The University of Texas at Austin 1985 — 1988
Bachelor of Science (BS)
New Braunfels High School 1980 — 1984
Financial Advisor at Securities America Advisors, INC. April 2014 - Present
Schumann and Buck Financial Services January 1990 - Present
Planto Roe Financial Services 1994 - April 2014
Skills
Investments, Securities, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Mutual Funds, Financial Strategies -..., Investments - Stocks,..., Insurance - Life,...
Education
The University of Texas at Austin 1985 — 1988
Bachelor of Science (BS)
New Braunfels High School 1980 — 1984
Tate Waldrum's Planto Roe Financial Services Experience June 2011 - August 2011
Job at
Industry Banking
Experience
Jefferson Bank January 2014 - Present
IBC Bank January 2013 - January 2014
Jubilee Academic Center August 2007 - August 2012
Planto Roe Financial Services June 2011 - August 2011
Adult Protective Services May 2004 - May 2005
Anderson Consultation Services August 2002 - November 2004
Skills
Editing, Microsoft Office, Budget, Research, Account Reconciliation, Forecasting, Statistical Modeling, Financial Analysis, Financial Statements, Payroll, Financial Reporting, Credit Analysis, Credit Risk, Reporting & Analysis, Horizon, Time Management, Problem Solving, Analytics, Financial Transactions, Microsoft Word
Education
The University of Texas at San Antonio 2007 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.55
Texas State University-San Marcos
BA, Anthropology
Jefferson Bank January 2014 - Present
IBC Bank January 2013 - January 2014
Jubilee Academic Center August 2007 - August 2012
Planto Roe Financial Services June 2011 - August 2011
Adult Protective Services May 2004 - May 2005
Anderson Consultation Services August 2002 - November 2004
Skills
Editing, Microsoft Office, Budget, Research, Account Reconciliation, Forecasting, Statistical Modeling, Financial Analysis, Financial Statements, Payroll, Financial Reporting, Credit Analysis, Credit Risk, Reporting & Analysis, Horizon, Time Management, Problem Solving, Analytics, Financial Transactions, Microsoft Word
Education
The University of Texas at San Antonio 2007 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.55
Texas State University-San Marcos
BA, Anthropology
Dan Soli Dan Soli's Planto Roe Financial Services Experience May 2009 - May 2010
Job Associate at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Planto Roe Financial Services May 2009 - May 2010
Mary Carter Financial Services May 2008 - August 2008
Valero Energy Corporation May 2007 - July 2007
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Private Equity, Corporate Finance, Capital Markets, Equity Research, DCF, Equities, Bloomberg, Business Valuation, Investments, M&A experience
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters of Science, Finance
Trinity University 2005 — 2009
B.S., Finance and Economics
HarbourVest Partners August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Planto Roe Financial Services May 2009 - May 2010
Mary Carter Financial Services May 2008 - August 2008
Valero Energy Corporation May 2007 - July 2007
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Private Equity, Corporate Finance, Capital Markets, Equity Research, DCF, Equities, Bloomberg, Business Valuation, Investments, M&A experience
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters of Science, Finance
Trinity University 2005 — 2009
B.S., Finance and Economics
Richard Anthony Gonzalez Richard Anthony Gonzalez's Planto Roe Financial Services Experience May 2010 - August 2010
Job We are Farm Bureau's Bank
Industry Banking
Experience
Farm Bureau Bank April 2015 - Present
IBC Bank June 2014 - April 2015
Budget Movers Inc February 2014 - June 2014
North Park Volkswagen of Dominion June 2013 - January 2014
Whataburger March 2012 - March 2013
City of Uvalde January 2012 - March 2012
Terminix February 2011 - May 2011
Preventive Pest Control September 2008 - February 2011
Planto Roe Financial Services May 2010 - August 2010
Pinnacle Security April 2007 - December 2007
Skills
Marketing, PowerPoint, Customer Satisfaction, Microsoft Office, Customer Service, Human Resources, Microsoft Excel, Outlook, Public Speaking, Social Media, Team Building, Time Management, Leadership, Management, Microsoft Word, Sales, Training
Education
St. Mary's University 2009 — 2011
BBA, Business Administration
Southern Virginia Universtiy 1999 — 2004
Business Administration
Farm Bureau Bank April 2015 - Present
IBC Bank June 2014 - April 2015
Budget Movers Inc February 2014 - June 2014
North Park Volkswagen of Dominion June 2013 - January 2014
Whataburger March 2012 - March 2013
City of Uvalde January 2012 - March 2012
Terminix February 2011 - May 2011
Preventive Pest Control September 2008 - February 2011
Planto Roe Financial Services May 2010 - August 2010
Pinnacle Security April 2007 - December 2007
Skills
Marketing, PowerPoint, Customer Satisfaction, Microsoft Office, Customer Service, Human Resources, Microsoft Excel, Outlook, Public Speaking, Social Media, Team Building, Time Management, Leadership, Management, Microsoft Word, Sales, Training
Education
St. Mary's University 2009 — 2011
BBA, Business Administration
Southern Virginia Universtiy 1999 — 2004
Business Administration
Ahmad Achmar Ahmad Achmar's Planto Roe Financial Services Experience January 2008 - November 2008
Job Operations Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2009 - March 2015
Planto Roe Financial Services January 2008 - November 2008
Bank of America January 2005 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Analysis
The University of Texas at San Antonio 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2009 - March 2015
Planto Roe Financial Services January 2008 - November 2008
Bank of America January 2005 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Analysis
The University of Texas at San Antonio 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Chrissy Celaya's Planto Roe Financial Services Experience June 2009 - August 2009
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
CIEE July 2013 - Present
CFP Board May 2011 - Present
USAA June 2011 - July 2013
USAA June 2010 - August 2010
Planto Roe Financial Services June 2009 - August 2009
Skills
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning, Team Leadership, Product Development, Flexibility, Strategic Financial..., Series 7, Series 63, Series 65, Insurance, Financial Advisory, Estate Planning, Wealth Management
Education
Texas Tech University 2007 — 2011
BS, Personal Financial Planning, 3.8
Alamo Heights High School
Alamo Heights High School
Merrill Edge September 2014 - Present
CIEE July 2013 - Present
CFP Board May 2011 - Present
USAA June 2011 - July 2013
USAA June 2010 - August 2010
Planto Roe Financial Services June 2009 - August 2009
Skills
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning, Team Leadership, Product Development, Flexibility, Strategic Financial..., Series 7, Series 63, Series 65, Insurance, Financial Advisory, Estate Planning, Wealth Management
Education
Texas Tech University 2007 — 2011
BS, Personal Financial Planning, 3.8
Alamo Heights High School
Alamo Heights High School
LeeAnne (Jackson) Rogers's Planto Roe Financial Services Experience October 2008 - February 2010
Job Special Events Fundraising at Cook Children's
Industry Events Services
Experience
Cook Children's Health Care System November 2014 - Present
Tara Wilson Agency September 2012 - September 2014
Jackson Copywriting & Editing January 2011 - December 2013
Rice University April 2011 - June 2013
Sparkgood July 2012 - December 2012
Dapper Magazine January 2011 - December 2012
UnabashedlyPrep.com July 2010 - May 2011
Farmers Insurance April 2010 - April 2011
Planto Roe Financial Services October 2008 - February 2010
Enterprise Rent-A-Car March 2007 - September 2008
Skills
Event Planning, Coordinating Special..., Event Management, Nonprofits, Fundraising, Editing, Copy Editing, Editorial, Proofreading, Social Media, Social Networking, Copywriting, Newsletters, Blogging, Social Media Marketing, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Publishing, Research, Online Research, HTML, Publications, Public Speaking, Customer Service, Public Relations, Adobe Acrobat, InDesign, Facebook, Content Management, Creative Writing, Teaching, WordPress, Adobe Creative Suite, Training, Email Marketing, Time Management, Photography, Online Marketing, Technical Writing, Content Development, Marketing Communications, Media Relations, Books
Education
Texas A&M University 1999 — 2003
Bachelor of Arts, English
Cook Children's Health Care System November 2014 - Present
Tara Wilson Agency September 2012 - September 2014
Jackson Copywriting & Editing January 2011 - December 2013
Rice University April 2011 - June 2013
Sparkgood July 2012 - December 2012
Dapper Magazine January 2011 - December 2012
UnabashedlyPrep.com July 2010 - May 2011
Farmers Insurance April 2010 - April 2011
Planto Roe Financial Services October 2008 - February 2010
Enterprise Rent-A-Car March 2007 - September 2008
Skills
Event Planning, Coordinating Special..., Event Management, Nonprofits, Fundraising, Editing, Copy Editing, Editorial, Proofreading, Social Media, Social Networking, Copywriting, Newsletters, Blogging, Social Media Marketing, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Publishing, Research, Online Research, HTML, Publications, Public Speaking, Customer Service, Public Relations, Adobe Acrobat, InDesign, Facebook, Content Management, Creative Writing, Teaching, WordPress, Adobe Creative Suite, Training, Email Marketing, Time Management, Photography, Online Marketing, Technical Writing, Content Development, Marketing Communications, Media Relations, Books
Education
Texas A&M University 1999 — 2003
Bachelor of Arts, English
Doug Sehres, FSS's Planto Roe Financial Services Experience July 2008 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services July 2008 - Present
San Antonio Express-News 2001 - 2008
Education
The American College 2009 — 2010
University of Miami 1983 — 1987
Bachelor of Science (BS)
Planto Roe Financial Services July 2008 - Present
San Antonio Express-News 2001 - 2008
Education
The American College 2009 — 2010
University of Miami 1983 — 1987
Bachelor of Science (BS)
Benjamin Westney, CLTC's Planto Roe Financial Services Experience January 2014 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services January 2014 - Present
Terra Nova Violins, LLC April 2009 - November 2012
San Antonio Symphony October 2007 - April 2009
Musician's Society of San Antonio, AFM Local 23 September 2006 - September 2007
Skills
Leadership, Customer Service, Program Management, Marketing, Team Building, Microsoft Excel, Budgets, Logistics, Analysis, Business Strategy, Microsoft Word, Project Management, Non-profit..., Training, Series 7, Series 66, Small Business, Marketing Strategy, Retail Marketing, QuickBooks, Communication, Small Business Marketing, Management, Finance, Financial Planning, Insurance, Investments
Education
Texas Tech University 2011 — 2013
MBA, Business Administration and Management, General
The University of Texas at Austin 2003 — 2005
MM, Music
The University of Texas at Austin 2000 — 2003
BA, Music
Planto Roe Financial Services January 2014 - Present
Terra Nova Violins, LLC April 2009 - November 2012
San Antonio Symphony October 2007 - April 2009
Musician's Society of San Antonio, AFM Local 23 September 2006 - September 2007
Skills
Leadership, Customer Service, Program Management, Marketing, Team Building, Microsoft Excel, Budgets, Logistics, Analysis, Business Strategy, Microsoft Word, Project Management, Non-profit..., Training, Series 7, Series 66, Small Business, Marketing Strategy, Retail Marketing, QuickBooks, Communication, Small Business Marketing, Management, Finance, Financial Planning, Insurance, Investments
Education
Texas Tech University 2011 — 2013
MBA, Business Administration and Management, General
The University of Texas at Austin 2003 — 2005
MM, Music
The University of Texas at Austin 2000 — 2003
BA, Music
Jake Aziz's Planto Roe Financial Services Experience May 2007 - July 2008
Job On and Off Premise Fine Wine Sales at Favorite Brands
Industry Food & Beverages
Experience
Favorite Brands May 2014 - Present
The Wine Frog February 2014 - Present
precinct line July 2008 - February 2011
Planto Roe Financial Services May 2007 - July 2008
Skills
Sales, Brand Management, Brand Developement, Wine, Wine Lists, Wine & Spirits Industry, Product Marketing, Marketing Strategy, Corporate Communications, Brand Development
Education
Texas State University-San Marcos 2003 — 2007
bachelor, Marketing
Texas State University-San Marcos 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Favorite Brands May 2014 - Present
The Wine Frog February 2014 - Present
precinct line July 2008 - February 2011
Planto Roe Financial Services May 2007 - July 2008
Skills
Sales, Brand Management, Brand Developement, Wine, Wine Lists, Wine & Spirits Industry, Product Marketing, Marketing Strategy, Corporate Communications, Brand Development
Education
Texas State University-San Marcos 2003 — 2007
bachelor, Marketing
Texas State University-San Marcos 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Mike Achmar's Planto Roe Financial Services Experience April 2008 - Present
Job Financial Advisor at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services April 2008 - Present
Education
The University of Texas at San Antonio 2003 — 2007
Business, Finance
Planto Roe Financial Services April 2008 - Present
Education
The University of Texas at San Antonio 2003 — 2007
Business, Finance
Richard Planto's Planto Roe Financial Services Experience May 1994 - Present
Job President/CMO at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services May 1994 - Present
Planto Roe Financial Services May 1994 - Present
Education
Trinity University 1971 — 1974
Planto Roe Financial Services May 1994 - Present
Planto Roe Financial Services May 1994 - Present
Education
Trinity University 1971 — 1974
Seth Engelken's Planto Roe Financial Services Experience January 2010 - April 2011
Job President at Nexus Integrity Management, LLC
Industry Oil & Energy
Experience
Nexus Integrity Management September 2013 - Present
Wendel & Associates April 2011 - August 2013
Planto Roe Financial Services January 2010 - April 2011
FC Bayern Munich August 2008 - February 2009
RSV Stahnsdorf August 2007 - May 2008
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Retirement, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Portfolio Management, Fixed Annuities, Estate Planning, IRAs, Business Strategy, Financial Analysis, Investments, Investment Strategies
Education
Texas A&M University-Corpus Christi 2003 — 2007
Bachelor's degree, Finance, General
Texas A&M-Corpus Christi 2003 — 2007
Bachelor, Finance
Nexus Integrity Management September 2013 - Present
Wendel & Associates April 2011 - August 2013
Planto Roe Financial Services January 2010 - April 2011
FC Bayern Munich August 2008 - February 2009
RSV Stahnsdorf August 2007 - May 2008
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Retirement, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Portfolio Management, Fixed Annuities, Estate Planning, IRAs, Business Strategy, Financial Analysis, Investments, Investment Strategies
Education
Texas A&M University-Corpus Christi 2003 — 2007
Bachelor's degree, Finance, General
Texas A&M-Corpus Christi 2003 — 2007
Bachelor, Finance
Ben Mandel's Planto Roe Financial Services Experience August 1996 - April 2013
Job Financial Advisor specializing in Estate Planning and Investment Management
Industry Financial Services
Experience
MHD Financial April 2013 - Present
Planto Roe Financial Services August 1996 - April 2013
Skills
Asset Allocation, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Fixed Annuities, Investment Advisory, Investment Management, Investments, Mutual Funds, Portfolio Management, Real Estate, Retirement, Retirement Planning, Securities, Strategic Financial..., Wealth, Wealth Management
Education
The University of Texas at Austin 1982 — 1984
MHD Financial April 2013 - Present
Planto Roe Financial Services August 1996 - April 2013
Skills
Asset Allocation, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Fixed Annuities, Investment Advisory, Investment Management, Investments, Mutual Funds, Portfolio Management, Real Estate, Retirement, Retirement Planning, Securities, Strategic Financial..., Wealth, Wealth Management
Education
The University of Texas at Austin 1982 — 1984
Gene Roe MSFS, CAP, CLU, CHFC, CLF's Planto Roe Financial Services Experience May 1994 - Present
Job CEO at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services May 1994 - Present
Skills
Charities, Securities, Financial Planning, Fixed Annuities, Insurance, Estate Planning, Public Speaking, Retirement, Investment Advisory, Strategic Financial..., Business, Board Relations, Disability Insurance, Asset Management, Alternative Investments, 401k, Employee Benefits, Financial Planners, Financial Advisory, Fundraising, Health Insurance, Investment Management, Investment Strategies, Investments, Life Insurance, Pensions, Personal Finance, Risk Management, Small Business, Wealth Accumulation, Wealth Management, Philanthropy, Strategic Planning, Retirement Planning, Charitable Giving, Financial Services
Education
The American College 2006 — 2010
Masters of Science Financial Services
Texas State University 1976 — 1981
BBA, Business
Conroe High 1971 — 1975
Planto Roe Financial Services May 1994 - Present
Skills
Charities, Securities, Financial Planning, Fixed Annuities, Insurance, Estate Planning, Public Speaking, Retirement, Investment Advisory, Strategic Financial..., Business, Board Relations, Disability Insurance, Asset Management, Alternative Investments, 401k, Employee Benefits, Financial Planners, Financial Advisory, Fundraising, Health Insurance, Investment Management, Investment Strategies, Investments, Life Insurance, Pensions, Personal Finance, Risk Management, Small Business, Wealth Accumulation, Wealth Management, Philanthropy, Strategic Planning, Retirement Planning, Charitable Giving, Financial Services
Education
The American College 2006 — 2010
Masters of Science Financial Services
Texas State University 1976 — 1981
BBA, Business
Conroe High 1971 — 1975
Marc Thiltgen, CFP's Planto Roe Financial Services Experience May 2015 - August 2015
Job Independent Financial Professional
Industry Financial Services
Experience
Monte Vista Wealth Management, Inc 2009 - Present
Planto Roe Financial Services May 2015 - August 2015
Beacon Financial Group, Inc. April 2013 - December 2013
TD Ameritrade 2008 - 2009
USAA May 1998 - August 2008
Skills
Retirement Planning, Investment Management, Financial Planners, Estate Planning, Wealth Management, Strategic Financial..., Investments, Asset Managment, Investment Advisory, Asset Allocation, Financial Goals, Investment Strategies, Financial Advisory, IRAs, Mutual Funds, Series 63, Series 7, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
Alamo Heights HS
Monte Vista Wealth Management, Inc 2009 - Present
Planto Roe Financial Services May 2015 - August 2015
Beacon Financial Group, Inc. April 2013 - December 2013
TD Ameritrade 2008 - 2009
USAA May 1998 - August 2008
Skills
Retirement Planning, Investment Management, Financial Planners, Estate Planning, Wealth Management, Strategic Financial..., Investments, Asset Managment, Investment Advisory, Asset Allocation, Financial Goals, Investment Strategies, Financial Advisory, IRAs, Mutual Funds, Series 63, Series 7, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
Alamo Heights HS
Diane Dawsey's Planto Roe Financial Services Experience September 2005 - October 2007
Job Administration at Adams Environmental, Inc.
Industry Environmental Services
Experience
Adams Environmental, Inc. October 2007 - Present
Planto Roe Financial Services September 2005 - October 2007
Grace Baptist Temple April 1999 - July 2005
Skills
Team Building, Diary Management, Microsoft Office
Education
Texas A&M University 1973 — 1978
BA , MA, History, Political Science
Adams Environmental, Inc. October 2007 - Present
Planto Roe Financial Services September 2005 - October 2007
Grace Baptist Temple April 1999 - July 2005
Skills
Team Building, Diary Management, Microsoft Office
Education
Texas A&M University 1973 — 1978
BA , MA, History, Political Science
Phil Lebkuecher's Planto Roe Financial Services Experience December 2011 - December 2012
Job Financial Advisor with K.W. Gutshall & Associates
Industry Financial Services
Experience
KW Gutshall & Associates January 2013 - Present
Planto Roe Financial Services December 2011 - December 2012
Ten Robles, Inc. 2008 - December 2011
Triton Lots, Inc. 2000 - 2008
Arthur Andersen January 1998 - January 2000
NationsBank 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Real Estate, Marketing, Financial Services, Securities, Construction, Single Family Homes, Financial Analysis, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Life Insurance, Asset Management, Retirement, Investments, Fixed Annuities, Team Building, Residential Homes, Finance
Education
Brenau University 1989 — 2000
MBA
Mississippi State University 1983 — 1987
BBA, General Business Administration
KW Gutshall & Associates January 2013 - Present
Planto Roe Financial Services December 2011 - December 2012
Ten Robles, Inc. 2008 - December 2011
Triton Lots, Inc. 2000 - 2008
Arthur Andersen January 1998 - January 2000
NationsBank 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Real Estate, Marketing, Financial Services, Securities, Construction, Single Family Homes, Financial Analysis, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Life Insurance, Asset Management, Retirement, Investments, Fixed Annuities, Team Building, Residential Homes, Finance
Education
Brenau University 1989 — 2000
MBA
Mississippi State University 1983 — 1987
BBA, General Business Administration
Antonio Debouse's Planto Roe Financial Services Experience June 2012 - August 2012
Job Fixed Income Research Analyst at Frost Investment Advisors
Industry Financial Services
Experience
Frost Investment Advisors July 2014 - Present
Wells Fargo September 2013 - July 2014
Trinity University Student-Managed Fund August 2012 - May 2013
Trinity University August 2012 - May 2013
Planto Roe Financial Services June 2012 - August 2012
Higginbotham June 2010 - May 2011
Skills
Teamwork, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Public Speaking, English, Data Analysis, Banking, Management, Risk Management, Forecasting, Accounting, Finance, Investments, Marketing
Education
Trinity University 2009 — 2013
Bachelor's of Science in Business Administration, Finance and Economics
All Saints' Episcopal School 2005 — 2009
High School Diploma
Frost Investment Advisors July 2014 - Present
Wells Fargo September 2013 - July 2014
Trinity University Student-Managed Fund August 2012 - May 2013
Trinity University August 2012 - May 2013
Planto Roe Financial Services June 2012 - August 2012
Higginbotham June 2010 - May 2011
Skills
Teamwork, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Public Speaking, English, Data Analysis, Banking, Management, Risk Management, Forecasting, Accounting, Finance, Investments, Marketing
Education
Trinity University 2009 — 2013
Bachelor's of Science in Business Administration, Finance and Economics
All Saints' Episcopal School 2005 — 2009
High School Diploma
Chris Ratcliff's Planto Roe Financial Services Experience January 2004 - August 2005
Job Business Advisor | Financial Services Manager
Industry Financial Services
Experience
USAA July 2014 - Present
USAA October 2012 - July 2014
USAA February 2012 - October 2012
MetLife Resources August 2005 - September 2009
Planto Roe Financial Services January 2004 - August 2005
Skills
Mutual Funds, Team Building, Series 7, Retirement Planning, Investments, Financial Services, Series 63, Risk Management, Portfolio Management, Financial Advisory, Securities, Insurance, Banking, Management, Leadership, Financial Analysis, Finance, Retirement, Financial Planning, Process Improvement, Wealth Management, Microsoft Excel, Customer Service, Investment Strategies, Business Analysis, Asset Management, Team Leadership, Investment Advisory, Sales, Program Management, Estate Planning, Project Management, Agile & Waterfall..., Series 24, Series 4, Lean Six Sigma
Education
Colorado State University 2012 — 2016
Master of Business Administration (M.B.A.)
Texas State University 1998 — 2001
Bachelor of Business Administration (BBA)
Texas A&M University 1996 — 1998
USAA July 2014 - Present
USAA October 2012 - July 2014
USAA February 2012 - October 2012
MetLife Resources August 2005 - September 2009
Planto Roe Financial Services January 2004 - August 2005
Skills
Mutual Funds, Team Building, Series 7, Retirement Planning, Investments, Financial Services, Series 63, Risk Management, Portfolio Management, Financial Advisory, Securities, Insurance, Banking, Management, Leadership, Financial Analysis, Finance, Retirement, Financial Planning, Process Improvement, Wealth Management, Microsoft Excel, Customer Service, Investment Strategies, Business Analysis, Asset Management, Team Leadership, Investment Advisory, Sales, Program Management, Estate Planning, Project Management, Agile & Waterfall..., Series 24, Series 4, Lean Six Sigma
Education
Colorado State University 2012 — 2016
Master of Business Administration (M.B.A.)
Texas State University 1998 — 2001
Bachelor of Business Administration (BBA)
Texas A&M University 1996 — 1998